Cfp Jobs in Chicago, IL

Bankers Life - Palos Park, IL, United States (+3 locations)

with you Passive income opportunities and bonus programs Fully paid insurance pre-licensing courses, SIE, Series 6, Series 63, Series 65, CFP® Award-winning training - Bankers Life has been named as a Training Apex

from: linkedin.com - 14 days ago

Larson Maddox - Chicago, IL, United States

Management/Business Development with Private Clients Demonstrable track record working and managing US UHNW private clients with at least $3m of investable assets Entrepreneurial mindset CFP designation MBA

from: linkedin.com - 10 days ago

Charles Schwab - Chicago, United States

development What you have CFP® designation or CFA® designation required Bachelor’s degree required Active and valid FINRA Series 7 license required (may consider a 90-day COE) 66 license required (may Competitive

from: efinancialcareers.com - 4 days ago

Cooper White Group - Chicago, IL, United States

, Business, or a related field (advanced degrees and certifications such as CFP, CFA, or MBA are preferred). Minimum of 7 years of experience in financial planning, wealth management, or a related role

from: linkedin.com - 10 days ago

Riverpoint Wealth Management - Chicago, IL, United States

management industry. CFP® designation preferred or expected to be obtained within 12 months of employment. Proficiency in business correspondence Knowledge of financial planning and investments. Experience

from: linkedin.com - 11 days ago

Fidelity Investments - Chicago, United States (+2 locations)

building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills Competitive

from: efinancialcareers.com (+1 source) - 11 days ago

Avantax Planning Partners - Chicago, IL, United States

, and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification

from: linkedin.com - 14 days ago

Claire Myers Consulting - Chicago, IL, United States

outcomes. Track personal ongoing and ad hoc tasks. Ability to work independently and be a self-starter. Proactive approach towards servicing clients. Requirements 3+ years of experience in the industry CFP

from: linkedin.com - 14 days ago

Fidelity Investments - Chicago, United States (+2 locations)

building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills Competitive

from: efinancialcareers.com (+1 source) - 4 days ago

First Principles Group - Chicago, IL, United States

firm policies and procedures. Qualifications Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred) Professional Financial Designation (CFP® designation preferred

from: linkedin.com - 17 days ago